Investech and wealth management innovation stream
Main Conference Day 3 - February 14
With investech one of the fastest-moving areas of innovation, this stream unpicks the opportunities from personalising wealth management services, and the changing demographics that will impact future offerings and areas for growth.
Practical discussions around new technologies:
- The flexibility of wealth management platforms and the ability to become more customer centric
- New sources of growth: What will younger, more digitally-savvy customers demand from their wealth management platforms?
- New sources of growth: With older women one of the biggest future markets, how can and why should you develop strategies for female clients and retirees?
- With robo-advisory services on the horizon, how should you combine the human touch with technology?
- How will blockchain and AI be used to tailor advice, empower customers, and meet needs?